Capgemini Se · EURONEXT:CAP
Capgemini — Investor Presentation (October 2025)
76 slides from Capgemini's investor presentation, October 2025
Slide 1: An introduction to our group
An introduction to our group Capgemini Group Presentation October 2025
Slide 2: Who we are
Who we are Our story Businesses everywhere are transforming. AI and cutting-edge technologies have created a groundswell of opportunities, new sources of long-term value and resilience. Capgemini is at the heart of this new technology revolution, partnering with clients in every sector to deliver re
Slide 3: Capgemini at-a-glance
Unlocking the value of technology Capgemini at-a-glance “We operate in a world where 340 000 #1 technology is omnipresent, people across more than 50 Capgemini Research Institute ranked profoundly transforming countries. #1 in the world six consecutive times – an industry first society, businesses,
Slide 4: We are driven by our purpose
We are driven by our purpose… Unleashing human energy through technology for an inclusive and sustainable future Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 5
Slide 5: Together we can give technology that human touch
“ Together we can give technology that ” human touch the world needs. Aiman Ezzat, Chief Executive Officer Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 6
Slide 6: Guided by our values
...guided by our values… “Our values are Honesty at the heart of the company and have become its hallmark: Team spirit Boldness an entrepreneurial spirit above all else, respect for all cultures, and love for our clients.” Paul Hermelin Modesty Trust Chairman Fun Freedom Capgemini Group Presentation
Slide 7: Inspired by our promise: Make it real
And inspired by our promise Make it Capgemini Group Presentation | October 2025 real. Company Confidential © Capgemini 2025. All rights reserved. 8
Slide 8: We help our clients imagine their future and make it real
01 We help our clients imagine their future and make it real with AI, technology and people. Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 9
Slide 9: We unlock the power of tech and create value for our clients
We unlock the power of tech and create value for our clients… 85% of the 200 largest We engage strategically with organizations around the world public companies on the Forbes Global 2000 list are our clients “Our partnership with Capgemini exemplifies “With their track record of success at Farmers
Slide 10: Bringing together strategy, technology, design and engineering
...by bringing together strategy, technology, design and engineering. Strategy and Applications Engineering Operations transformation and technology Applying expertise Developing, modernizing, Fostering synergies between Delivering greater efficiency in technology, extending, and securing the digita
Slide 11: We help our clients transform at scale
We help our clients transform at scale, as they transition to a digital and sustainable economy Consu ies mer Utilit Go Customer first er gy & od s &R Data & Artificial Intelligence (AI) En Transforma et Customer First focuses on transforming the a t eg y & tio a Central to our offerings, Data and A
Slide 12: We help our clients become more sustainable enterprises
We help our clients become Our commitments more sustainable enterprises… as a company Reducing the environmental impact of enterprise IT and AI Become and creating a culture around net-zero objectives net zero by 2040, reducing our carbon emissions by 90% v2019 * Net zero strategy & new business mod
Slide 13: Instil trust across their environments
…and instil trust across their environments Define Protect Creating a more open and • Strategic Advisory & • Identity Access dynamic future for your Transformation Management organization • Assessments & Testing • Application & Data Protection Delivering end-to-end, comprehensive security • IT, Clou
Slide 14: We draw on deep industry knowledge
Life sciences We draw on deep industry Banking knowledge and capital markets Digital and technology are reshaping businesses within and across industries Manufacturing Energy & utilities Consumer products Retail Insurance Telecoms Aerospace and defense Healthcare Media and entertainment Hospitality
Slide 15: Artificial intelligence with generative and agentic AI
Artificial intelligence with generative and agentic AI – navigating the defining transformation of our time AI is profoundly changing 15+ technology partnerships and a 35,000+ how organizations operate global Generative AI Google Cloud Data & AI consultants and create value. Center of Excellence and
Slide 16: Expertise across our brands
We bring together unparalleled expertise across our brands… Capgemini Invent is the Group’s digital Capgemini Engineering helps innovative Sogeti makes business value through innovation, consulting, and transformation organizations around the world unleash their technology for organizations that nee
Slide 17: Tech-driven innovation
…and Capgemini 90+ Emerging Tech Applied tech-driven Ventures Research Radar & Innovation Database Exchange innovation Investing and partnering with startups and with ecosystems Labs Providing a Leveraging a global shapes all to co-innovate in the market. 80M€ Corporate Venture • 3 5G Labs • 1 Quant
Slide 18: Making innovation real for a better tomorrow
frog helped Campfire, a We’re making innovation company focused on helping designers and real for a better engineers collaborate in three dimensions using tomorrow… augmented reality, bring to market one of the most distinctive and powerful collaboration Project CellPreserve, a project from Cambridg
Slide 19: Making cloud strategy reality with leading hyperscalers
We help make cloud strategy into reality with leading hyperscalers… “Capgemini and AWS have been working closely together “Microsoft and Capgemini have a 20-year history of “Together, Capgemini and Google Cloud are helping helping enterprises, researchers, and government innovating together. We help
Slide 20: We help our people imagine their future and make it real
02 We help our people imagine their future and make it real with us. Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 21
Slide 21: We foster a culture where our people can thrive
We foster a culture Targeting where our people can thrive... 35% of women in group executive leadership positions, by 2030 80% Capgemini is a diverse global collective of free-thinkers, entrepreneurs, and industry experts who push one another to go further. Together, we’re driven by a shared passion
Slide 22: Take on today's biggest challenges
...and take on today’s biggest challenges With our world-class development programs and collaborative culture, our people develop the knowledge and experience required to give technology the human touch the world needs. Discover Learn and Contribute and Experiment and connect practice collaborate an
Slide 23: We make it real for our people, planet and society
03 We make it real for our people, planet and society Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 24
Slide 24: Building more sustainable and inclusive futures
We’re focused on building more sustainable and inclusive futures for all… 93% Reduction in scope 1&2 emissions v.2019) 3.1 million benefited from digital inclusion program in 2024 +65% Sustainable futures Positive futures Inclusive futures for the planet for society for people By embedding a sustain
Slide 25: Raising the bar on our actions and commitments
…and we’re raising the bar on our actions and commitments One hour, One Open Discussion, Inclusion Capgemini has joined forces with UNICEF and Circles, is a Group-wide movement to share Generation Unlimited to launch the Green perspectives to nurture and shape inclusive Skills initiative supporting
Slide 26: Connect with us
About Capgemini Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 350,000 team member
Slide 27: Capgemini at-a-glance
Capgemini at-a-glance Appendix Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 28
Slide 28: Strong global footprint
Europe, Africa, Strong global Asia Pacific and the Australia Middle East footprint Austria Belgium China India Japan Czech Republic Malaysia Denmark New Zealand Egypt Philippines Finland Singapore France Thailand Germany Vietnam Ireland Italy Luxembourg Morocco Norway Poland Portugal Romania Saudi Ar
Slide 29: Capgemini key stats and 2024 revenue breakdown
Capgemini 2024 revenue by sectors 2024 revenue by region key stats Manufacturing 27% North America 28% Financial Services 21% France 20% €22.1 BN in revenues with an operating Public Sector Consumer Goods & Retail 15% 13% UK & Ireland Rest of Europe 12% 31% margin of 13.3% Telco, Media & Technology
Slide 30: Success Stories
Success Stories Appendix Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 31
Slide 31: Taming the data deluge with AI
Success story Taming the data deluge with AI With millions of documents With 75 million engineering documents spread across 66 different databases, it was difficult for From time-sink to TELme, a conversational platform powered by Gen AI that collects and organizes the “Working with Capgemini and AW
Slide 32: Forging a full-spectrum strategic engagement
Success story Forging a full-spectrum strategic engagement Building on a 35-year What prompted Farmers to move to a single primary strategic provider at the conclusion of its What role did Capgemini’s technology expertise play in Farmers’ decision? One of four relief sites Farmers’ Claims Team opene
Slide 33: A digital revolution in patient care
Success story A digital revolution in patient care Capgemini and Sanofi have Medical R&D is a necessarily lengthy process, so meaningfully reducing the time to market is a major faster iteration and innovation with the help of data and sophisticated AI, as well as making the process of “Our partners
Slide 34: Together towards net zero
Success story Together towards net zero Capgemini is contributing a Reducing scope 3 CO2 emissions is challenging since they cannot be easily measured and are so often The partnership is based on flexibility and a continuous dialogue to determine what works and send people to check in person and it
Slide 35: Digitalization for better healthcare
Success story Digitalization for better healthcare Digitalization is key to the Why did Fresenius choose to work with Capgemini? software will improve our MedTech products. Data analytics is already helping us by providing “Trends in our industry are linked to digitalization in general, often using
Slide 36: Growth, technology and sustainability
Success story Growth, technology and sustainability The world of banking is experiencing a How is the competitive banking landscape cross-collaboration. The road has been traced, “Our goal is to become a more evolving for BNL and what challenges are the direction is mandatory: the challenge is the a
Slide 37: Client stories
Client stories What if AI was our best ally in ensuring our favorite The aerospace and defense industry is confronted with new To achieve BNPP’s goal of maintaining its leading position Eramet’s partnership with Capgemini has led to a pet’s wellbeing? Nestlé Purina’s innovative spirit and challenges
Slide 38: Client stories
Client stories Global financial institution Nespresso SA, a pioneer in the coffee Our client, a British universal bank, wanted to The Electricity System Operator (ESO) for With global supply chains encountering industry, embarked on a transformative modernize its sell-side investment research Great
Slide 39: Client stories
Client stories L’Oréal In the metaverse Hyliko KLM France United States France The Netherlands Augmenting the customer experience Developing next-gen immersive Decarbonizing transportation with How do you train pilots without through digital twins experiences hydrogen flying? Imagine buying a beauty
Slide 40: Client stories
Client stories Global financial institution United Kingdom Accelerating to net zero through new ways of working Panasonic Automotive Jungheinrich Employees of one of the largest banking and United States Germany financial services institutions in the world, have gained access to a full suite of mode
Slide 41: Customer first
Customer first Accelerating E-commerce “Capgemini is an extremely with a slam-dunk redesign valuable partner that quickly implemented a strategic In early 2020, we partnered with FILA to digital transformation re-engineer the brand’s North American solution that has already online presence. Using da
Slide 42: Intelligent Industry
Intelligent Industry Optimizing monitoring and “Overall, we are going to maintenance of rail lines move from very systemic maintenance to maintenance Intelligent industrySNCF Réseau needed that is closer to needs, more to optimize the monitoring and precise, and in real time: maintenance of all its
Slide 43: Enterprise Management
Enterprise Management Planning for growth with a move to “Capgemini is very flexible for SAP S/4hana our business. I need to have a partner that is flexible, A leading global supplier of systems and components understands my business, and for the automotive industry, Cooper Standard wanted comes to
Slide 44: Sustainability
Sustainability Uncovering innovations to “We need to build the future help Europe achieve net zero European corporations that will drive sustainable growth Founded by Bill Gates, Breakthrough and build clean markets. Energy commissioned Capgemini Invent Clean technologies and to find scalable soluti
Slide 45: Cloud
Cloud Preparing for growth “For our internal organization, it was an Action, the fastest growing non-food retail chain in invisible transition resulting in Europe, has an impressive ambition based on an incredibly fast- reacting expanding its store network and markets. To do it, it needed a cost- ef
Slide 46: Cybersecurity
Cybersecurity Driving innovation through “I am absolutely delighted digital, cloud, and applications that we will be working with Capgemini as our strategic Capgemini provides cybersecurity technology partner who I consulting services to the Financial Services know will help us rise to the Compensat
Slide 47: Data and AI
Data and AI Putting real-time consumer insight at the center of decisions Capgemini partnered with multinational consumer goods company Unilever to develop and deliver its People Data Centre (PDC). A critical engine in Unilever’s digital transformation, the PDC uses advanced AI, data, social and bus
Slide 48: Manufacturing
Manufacturing Moving toward the future of helicopters Capgemini and Airbus, a global leader in aeronautics, space and related services, joined hands to work towards a future where helicopters could be controlled by automatic systems. Capgemini partnered with Airbus to develop a robotic arm that allo
Slide 49: Telecommunications, media & technology
Telecommunications, media & technology “Digital transformation is key in driving our endeavour to Unlocking next- generation ERP become the digital champion capabilities with SAP S/4hana in Cambodia, and Capgemini has helped bring that vision to Smart Axiata, the leading mobile operator in Cambodia,
Slide 50: E.ON SE Energy & utilities
E.ON SE Energy & utilities Pursuing a digital future “Building a compelling digital transformation program at E.ON SE, global energy supplier and leader in the transition scale was critical to enabling to a sustainable, clean energy system, embarked on a E.ON objectives. The digital transformation p
Slide 51: Consumer goods & retail
Consumer goods & retail Transforming demand planning and external manufacturing processes Johnson & Johnson was looking to optimize its demand planning and external manufacturing processes to improve forecast accuracy, reduce inventory, and enhance the customer experience. Johnson & Johnson partnere
Slide 52: Financial services
Financial services A cloud-based self-service platform for agility Faced with changing needs, DLG, one of the UK’s leading insurance companies, needed to become more adaptable and agile, but it found itself limited by antiquated technology, one-size-fits-all products, inflexible pricing, and slow ro
Slide 53: Hospitality & travel
Hospitality & travel Reimagining the finance and accounting function Four Seasons, the hospitality leader, wanted to enhance and standardize its existing, decentralized finance processes to drive efficiency and be able to focus on higher value-added and guest- facing activities. Capgemini helped Fou
Slide 54: HMRC Public sector
HMRC Public sector Helping rapidly support employers during a pandemic As the COVID-19 pandemic began to take its toll on United Kingdom citizens and the economy, Her Majesty’s Revenue & Customs (HMRC) asked Capgemini to help rapidly implement a digital solution enabling employers across the country
Slide 55: Sponsorships
Sponsorships Appendix Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 56
Slide 56: Passion for sport
Passion We engage in sport not just because of our shared passion, but because we know for sport it can make a difference. Sport provides a platform to apply our expertise, to use the power of Together transformative technology and innovation we are to achieve true impact and value. We want to help
Slide 57: 37th America's Cup in Barcelona
37th America’s Cup in Barcelona Cutting-edge technology and sheer team spirit “Global and We engage in sport not just because of our shared technology-driven by passion, but because we know it can make a nature, this prestigious difference. sailing tournament – Sport provides a platform to apply our
Slide 58: Passion for rugby
Passion for rugby Worldwide partner of Rugby World Cup France 2023 and World Rugby’s global digital transformation “ Rugby is a team sport partner in which you can’t accomplish anything Rugby has been in our DNA and our company culture without the rest of since the very beginning, and we share the r
Slide 59: Women in Rugby
Women in Rugby As a principal partner of Women’s Rugby World Cup 2025, and Global Partner of Women’s Rugby, Capgemini is committed to supporting female leaders to transform the game of Rugby. We support the Women in Rugby Leadership Programme that identifies and develops the current and next generat
Slide 60: Capgemini, part of the Ryder Cup family
Capgemini, part of the Ryder Cup family Six-year partnership helping advance golf across the globe Golf is a sport born in innovation, from its early inception in the Middle Ages through multiple transformational eras. It continues to be a leader in sports tech innovation. Our partnership with the R
Slide 61: Driving innovation in professional cycling
Driving innovation in professional cycling Official Technology Partner of 14 cycling races, including the world-renowned Tour de France As part of this global 5-year partnership, Capgemini will bring its deep expertise in digital innovation, technology and AI into the professional cycling field to g
Slide 62: Peugeot Sport
Peugeot Sport Together we are transforming tomorrow Motorsport is the world’s most transformative sport, navigating complex technologies, rule changes, and environmental innovation. It is a constant platform for progress and performance. Our partnership with Peugeot sport plays a key role at the hea
Slide 63: Financial performance
Financial performance Appendix Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 64
Slide 64: Financial Overview
Financial Overview Constant Currency in € m FY 2023 FY 2024 Variation Growth Revenues 22,522 22,096 -1.9% -2.0% Operating expenses -19,531 -19,162 Operating margin 2,991 2,934 -1.9% (in % of revenues) 13.3% 13.3% 0.0pt Other operating income and expenses -645 -578 Operating profit 2,346 2,356 +0.4%
Slide 65: Full-year revenues by sector
Full-year revenues by sector Services Energy & Utilities 5% 8% Telco, Media & 27% Manufacturing Technology 11% Full year Consumer Goods 2024 13% & Retail 21% 15% Public Sector Financial Services Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 6
Slide 66: Full-year revenues by regions
Full-year revenues by regions APAC & LATAM North America 9% 28% Rest of Europe 31% Full year 2024 20% 12% France UK & Ireland Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 67
Slide 67: Full-year revenues by business
Full-year revenues by business Operations & Engineering 29% Applications Full year & Technology 2024 62% 9% Strategy & Transformation Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 68
Slide 68: Revenue evolution 2014–2024
Revenue evolution 2014–2024 in M€ 25,000 22,522 22,096 21,995 20,000 18,160 15,848 15,000 14,125 12,792 13,197 12,539 11,915 10,573 10,000 5,000 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights rese
Slide 69: Management and governance
Management and governance Appendix Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 70
Slide 70: Board of directors
Board of directors (March 31, 2025) The Board of Directors Paul Hermelin Aiman Ezzat Megan Clarken Ulrica Fearn Maria Ferraro takes decisions on the Chairman of the Chief Executive major issues concerning Board of Directors Officer the operation and future of Capgemini, to promote sustainable value
Slide 71: Executive committee
Executive committee Aiman Ezzat* Fernando Alvarez* Nive Bhagat* Jean-Philippe Bol* Anirban Bose* Andrea Falleni* Cyril Garcia* Pascal Brier Chief Executive Strategy, Development & Chief Financial Off icer Oper ations Americas Southern Europe Gl obal Sustainability Innovation Off icer Al liances Tran
Slide 72: Timeline and history
Timeline and history Appendix Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 73
Slide 73: 55+ year track record as an independent company
Our story 55+ year track record as an independent Company 2022- 2002- today 1998- 2021 1990- 2001 A business & technology 1975- 1997 partner New horizons 1967- 1989 • Aiman Ezzat becomes • Paul Hermelin becomes Group CEO 1974 Emergence of a global Group CEO champion • Launch of Capgemini • Sogeti na
Slide 74: Analysts accolades
Analysts accolades Appendix Capgemini Group Presentation | October 2025 Company Confidential © Capgemini 2025. All rights reserved. 75
Slide 75: Selected market recognitions
Selected market recognitions Capgemini has been positioned as a LEADER: in the Forrester Wave: in the Forrester Wave: in the Gartner® Magic in the Everest Group: in the Everest Group: in the Gartner® Magic in the Forrester Wave: Application SAP Services Q1, Quadrant : for Finance Sustainable IT Sust
Slide 76: About Capgemini
About Capgemini Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team member